Make a credit card payment

In the Policies module, agents can use a credit card to make a payment on a policy.

To use a credit card to make a payment:

  1. In the BriteCore menu, select Policies.
  2. On the Policy Search screen, navigate to and select the applicable policy.
  3. In the Policy menu, select Accounts Receivable.
  4. On the Accounts Receivable screen, select Make a Payment.
  5. In the Make Payment dialog box, under Payment Type, select Electronic Payment (Credit Card or ACH), and then select Make payment.
  6. On the Make Electronic Payment screen, in the Amount of Payment dropdown list, select Other, and then, in the amount box, type the payment amount.

    Note: To pay the current minimum payment or account balance, select either Current Minimum Due or Current Account Balance.

  7. In the Payment Information box, select Credit Card, and then complete the credit card information.
  8. In the Billing Address Associated with Payment Method box, ensure the information is accurate, and then select Submit Payment.